New York Life Insurance Company · 2 days ago
AI & Technology Enablement Specialist
New York Life Insurance Company is evolving into a more technology-, data-, and AI-enabled organization. The AI & Technology Enablement Specialist will drive the adoption of AI and technology capabilities within Salesforce and other tools, helping agents apply these technologies to enhance efficiency and client engagement.
FinanceFinancial ServicesInsurance
Responsibilities
Drive adoption of AI and technology capabilities within Salesforce, Seismic, and other tools by highlighting real-world applications — such as prompting, automation, and content personalization — that enhance efficiency for Nautilus staff, Nautilus agents, and Navigator agents
Perform light development and configuration in Salesforce and Seismic, supporting enhancements to workflows, content automation, and user experience aligned with agent and business needs
Create simple, effective enablement materials using Scribe (guides, short demos, quick tips) to help agents apply tools confidently
Partner with PPS leadership to identify opportunities to enhance the agent experience through technology, while gathering and relaying feedback from Nautilus and Navigator agents to inform and improve adoption efforts
Create and use adoption metrics within Seismic to monitor engagement, identify friction points, and drive continuous improvement
Qualification
Required
Bachelor's in Business, Finance, or Technology
Hands-on experience with Salesforce Service Cloud (case management, workflows, integrations)
Working knowledge of Seismic or similar content enablement platforms
Understanding of AI tools and features that improve productivity, personalization, and client engagement
Strong problem-solving skills and comfort learning new technologies quickly
Excellent communication and relationship-building skills across technical and non-technical audiences
Preferred
Experience in financial services, insurance, or agent-led sales environments
Background in digital enablement, business analysis, or technology adoption
Familiarity with change management principles or leading small-scale adoption initiatives
Basic understanding of data and analytics for measuring engagement and adoption success
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
H1B Sponsorship
New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)
Funding
Current Stage
Late StageRecent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
Company data provided by crunchbase